Icon Energy Fund

3 / 5 Stars
2 1 1 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
E (Sell)

U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all ICON Funds funds

See full Equity Energy rankings

See more fund rankings


The fund has returned 7.21 percent over the past year, 1.25 percent over the past three years, 14.42 percent over the past five years, and 11.22 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -4.0%
1 Year 7.2%
3 Years (Annualized) 1.3%
5 Years (Annualized) 14.4%
10 Years (Annualized) 11.2%

See more ICEEX performance


The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Energy sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.


Fees are High compared to funds in the same category.
Icon Energy Fund has an expense ratio of 2.35 percent.

See more ICEEX fees


Risk is Average compared to funds in the same category according to Morningstar.

See more ICEEX risk

See Also:

Top ICON Funds Funds